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Newbridge Financial Services Group’s Trupanion TRUP Stock Holding History

Newbridge Financial Services Group’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11
Closed -$609 – 1387
2025
Q2 		$609 Hold
11
– – ﹤0.01% 1232
2025
Q1 		$410 Hold
11
– – ﹤0.01% 978
2024
Q4 		$530 Buy
+11
New +$565 ﹤0.01% 1057
2022
Q3 		– Sell
-250
Closed -$15K – 1476
2022
Q2 		$15K Buy
+250
New +$17K 0.01% 742

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newbridge Financial Services Group's TRUP Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Trupanion (TRUP) in Q3 2025, closing a stake of 11 shares — an estimated $609 sold.

Newbridge Financial Services Group first reported a position in TRUP in Q2 2022 and held it in 4 quarters. The position peaked at $15K in Q2 2022. 221 funds tracked by Wall St. Rank hold TRUP as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Trupanion position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 11 Trupanion shares in Q3 2025, an estimated $609.
  • Newbridge Financial Services Group first reported a position in Trupanion in Q2 2022 and held it in 4 quarters.
  • Newbridge Financial Services Group's Trupanion position peaked at $15K in Q2 2022.
  • 221 funds tracked by Wall St. Rank held Trupanion as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.